Did we just happen upon the short of the century? The VIX drops below $10 to a multi-decade low – is this the new normal or something else? Is this simply high confidence or off the charts complacency? Apple and the “big boys” are holding up markets, but below the surface there is something else […]
In a startling admission, Richmond Fed President Jeffery Lacker admits he was the source of the Fed leak in 2012. Will this finally lift the veil and remove any credibility the Fed has with investors? Quarterly numbers are in for markets and now it is time to see if earnings can hold up to expectations. […]
Political capital lost as the health care bill is pulled before the vote. How will this play out in markets as this has significant ramifications on the potential for tax cuts. The markets are struggling with the idea that some of the planned for fiscal stimulus may be in limbo. Still – consumer confidence clocks […]
Markets are starting to realize that it may not be so easy for all of the promises come to fruition. From a quick reduction in taxes to a repeal and replace of the health care bill. The US Dollar is sinking – even after the Fed hiked rates last week – what is going on? […]
Markets are once again consolidating. The Fed looks as if it is going to hike rates again tomorrow and how will that play? Inflation has been on the rise and while fiscal actions appear to be sparking interest in buying stocks, will the Fed pour cold water on the entire rally? Gold down, oil down […]
Investors are in the mood to buy everything (aside from Gold) these days. Bitcoin hits a record, markets are vacillating near the highs and the VIX is once again hovering right around 11. Even with some of the overbought readings – there seems no stopping this rally. There is seemingly nothing to worry about. But […]
With President Trump unveiling some details on his plan to Congress today- will markets have a sell the news moment? The DJIA marks history with a 12 day advance – not seen since 1987. Correlations are now being drawn to that historic year. and the event on Black Monday. What we are looking at that […]
Seems that upwards of 50% of jobs around the world will be replaced by robotics and automation over the coming decades. Crude inventories are rising as is the price of oil. What is going on? We take a look at the concern over sanctuary cities, market internals, world economics and more. Podcast: Play in new […]
There is plenty of excitement about the potential for tax reform. Stocks are showing extraordinary resilience in the face of headwinds and the uptrend continues. According to Goldman Sachs – Trumpthusiasm is running out. But is it really? New highs for markets and the concern that the Fed may become more hawkish is swirling around. […]
There is trouble in the EuroZone and unfortunately, nothing has changed over there. Employment reports continue to provide evidence that the U.S. economy is strong, even as there is some weakness outside of our borders. From what it seems, that is the plan as protectionism is on the rise. Plenty of items on the list […]
